About 1st Global

About Us

1st Global is the largest independently owned wealth management partner for accounting and legal firms. More than 400 of these select firms rely on our expertise and resources to meet their clients’ wealth management needs. They also count on our business development tools and consulting services to ensure their success. We provide support, technologies and education to help advisors in every facet of business, from operations and administration to sales and marketing. With 1st Global in your corner, your clients’ potential to build wealth, and your ability to manage it, are the same: exceptional.

Welcome Message From Our Chairman and CEO

 

 

Tony Batman is Chairman, Chief Executive Officer and Co-Founder of 1st Global. An award-winning and respected leader in the financial services industry, Tony has helped establish 1st Global as a successful financial services business development and resource partner and is a frequent speaker to professional groups on financial services topics.

In The News

  • 1st Global’s Jeff Magson’s Article Featured on CNBC

    May 17, 2017
    1st Global Executive Vice President and Client Experience Officer Jeff Magson’s article “Advisors Should Practice What They Preach and Offer Fee Diversification” was recently featured on CNBC’s “Advice and the Advisor” special report, which is a how-to guide for financial advice geared toward both consumers and professionals.  (more)

  • 1st Global’s Bernard Ingram Contributes to INSIDE Public Accounting Article

    May 16, 2017
    1st Global Assistant Vice President of Business Development Barnard Ingram recently provided insight regarding the accounting industry’s efforts to increase diversity within the profession in an article “Conversations about Diversity: From Hitting the Numbers to Shifting the Culture” for INSIDE Public Accounting.  (more)

  • 1st Global One of 9 Firms Adopting More Transparent Fee Disclosure Model

    May 16, 2017
    1st Global recently received media coverage in multiple publications after the North American Securities Administrators Association announced earlier this month that a number of firms have agreed to use a fee disclosure model developed by NASAA.  (more)